Filed March 24, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,544 | $106,524-16.9% | $152,301-41.9% | $87,485+1.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 133.59% | 26.89%+106.7pp | 80.50%+53.1pp | 26.06%+107.5pp |
| Employer contribution / active EE | $2,809 | $3,371-16.7% | $4,624-39.3% | $2,596+8.2% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $677 | $8,287-91.8% | $14,398-95.3% | $7,775-91.3% |